Aarna Wealth
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Achieve your investment goals with

Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Aarna Wealth Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month

0

Received during the month

0

Resolved during the month

0

Pending at the end of the month

0

Reasons for pendency

-


Managed by

Vijaya Gowri Rathi

SEBI Registered

INA200011392

Experience

10+ years

Investment Strategy

Asset Allocation

Growth

Vijaya has 10+ yrs of investing & trading in equity markets. She worked with a research company in different capacities starting from analyst to lead consultant.

Get started in

3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective

02

Subscribe

Subscribe to the portfolio & get access to the constituent stocks & weights.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

Confused about where to start?

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Easily track & manage your portfolio
Instant portfolio notifications
1-click portfolio execution
SIP to grow your investment
Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?
Aarna Wealth offers three different portfolios, based on individual risk profile : , Aarna Safe - Long term, Low Risk ETF based portfolio, Aarna Growth - Short to long term portfolio of high growth stocks, Aarna Take-off - A unique portfolio of smart stocks with potential to become multibaggers
What is their investment philosophy?
Aarna Wealth focuses on consistent returns through proper asset allocation in different asset classes including stocks, ETFs, debt and gold. Our portfolio is backed by strong fundamental and technical analysis, and solid trade management techniques.
What is a smallcase?
A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of Aarna Wealth. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
Who can subscribe to these smallcases?
Aarna Wealth decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Aarna Wealth’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section